We create positive impact in the lives of our clients and their families. Our all-encompassing advice comes with the most accessible family pricing package in the industry.
We have access to the best third-party money managers in the industry. This allows us to choose the right products for your situation with no incentive to promote any specific product. This includes, mutual funds, exchange traded funds, and stocks.
We review your current estate plan, and help you ensure your will is reflective of your desires, and beneficiaries are in place on your investment accounts. We also help you plan for the tax event associated with death.
Your financial plan is the key driver of your investment strategy. An up-to-date financial plan can help you determine whether you’re on track to meet your goals, determine your risk tolerance, and guide you through market turbulence. Financial plans are a key component of any wealth management strategy.
Life insurance is a key component to your financial plan and protects your plan against unexpected events that may occur in your life. Life insurance can also be used as an estate planning tool to facilitate a smooth transition of wealth.
From the outset, we will take the time to get to know you and your needs, because your needs will form the basis of your personalized goals, your priorities, your investment horizons and your risk tolerance.
Based on the information you provide, we will analyze your situation and confirm your priorities with you and then draft an action plan that prioritizes your goals, taking into consideration the feasibility of your plans based on your family situation.
At this stage, we put your plan into action.
The key point here is not to neglect any aspect of your situation. The recommendations might include transactional banking, credit or insurance products based on your needs and making sure you understand and are comfortable with the solutions.
Together, we choose the best investment vehicles to meet your needs, and put them into action in a well structured portfolio.
We will be monitoring the economy and financial markets on an ongoing
basis and will propose adjustments to your investment portfolio as
they become appropriate.
As your personal situation changes over time, you may need to make changes to your plan as well. When any major change occurs, the four-step process illustrated here should be initiated again: we need to assess the impact of the change and make any modifications to this plan to keep you on track for reaching your financial goals.